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Ares Management
ARES

Overview Fund Activity

542 hedge funds and large institutions have $19.1B invested in Ares Management in 2023 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 198 increasing their positions, 169 reducing their positions, and 43 closing their positions.

Holders
542
Holders Change
+58
Holders Change %
+11.98%
% of All Funds
7.95%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
106
Increased
198
Reduced
169
Closed
43
Calls
$36.4M
Puts
$47.5M
Net Calls
-$11.1M
Net Calls Change
-$14.3M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$400M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$828M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$424M
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$212M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$15.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.89B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$225M
4
SBH
4
Segall Bryant & Hamill
Illinois
$29.2M
5
VVP
5
Vulcan Value Partners
Alabama
$184M
Name Market Value Shares Shares
Change 		Shares
Change %
CH
451
Canton Hathaway
Rhode Island
$83K 700 – –
QC
452
Quent Capital
New York
$82.1K 690 – –
UB
453
UMB Bank
Missouri
$77.3K 650 – –
NICM
454
Neo Ivy Capital Management
New York
$77K 650 +650 New
HIA
455
Harbor Investment Advisory
Maryland
$76.9K 647 – –
Citadel Advisors
456
Citadel Advisors
Florida
$72.8K 612 -7,742 -93%
KHC
457
Koesten Hirschmann & Crabtree
Kansas
$62.4K 525 -179 -25%
TWC
458
TD Waterhouse Canada
Ontario, Canada
$58.2K 500 – –
HI
459
Harbour Investments
Wisconsin
$57K 479 +115 +32%
AF
460
Allworth Financial
California
$56.5K 475 +310 +188%
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
$54K 460 +59 +15%
WT
462
Whittier Trust
California
$51K 429 – –
GWSG
463
GPS Wealth Strategies Group
Colorado
$49.9K 420 +420 New
SIC
464
Salem Investment Counselors
North Carolina
$49.4K 415 – –
BF
465
BOK Financial
Oklahoma
$49.4K 415 -6 -1%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$44.9K 377 -19 -5%
LC
467
Lindbrook Capital
California
$37.8K 318 +138 +77%
LS
468
Livforsakringsbolaget Skandia
Sweden
$35.7K 300 +300 New
SVCP
469
Silicon Valley Capital Partners
California
$34.8K 292 +2 +0.7%
HCP
470
Hexagon Capital Partners
Arkansas
$33.8K 284 -203 -42%
AT
471
Arlington Trust
Alabama
$33.7K 283 +283 New
HFM
472
Hartford Financial Management
Connecticut
$33.3K 280 +90 +47%
WTC
473
WhitTier Trust Company
Nevada
$32.3K 272 – –
HCM
474
Hollencrest Capital Management
California
$31.2K 262 – –
CT
475
Cambridge Trust
Massachusetts
$29.7K 250 – –
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19
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